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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,750 | $72,269-11.8% | $101,271-37.1% | $79,852-20.2% |
| Participation rate | 53.2% | 68.5%-15.3pp | 75.8%-22.6pp | 69.6%-16.5pp |
| Annual return | 21.64% | 22.29%-0.6pp | 46.48%-24.8pp | 31.72%-10.1pp |
| Employer contribution / active EE | $957 | $2,692-64.4% | $3,660-73.8% | $2,471-61.3% |
| Participant deferral / active EE | $2,711 | $3,282-17.4% | $4,371-38.0% | $3,740-27.5% |
| Admin fee / account holder | $2,074 | $4,401-52.9% | $5,948-65.1% | $5,306-60.9% |